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Filter by name, location, specialty, or legal structure. Use the sortable table to compare AUM, team size, and reputation links (SEC, FINRA, BBB).
Limited liability companies — the most common structure for independent RIAs.
29,502 advisers found
Compare advisers as cards or a sortable table with reputation links.
Showing 24 of 24 on this page. Click column headers to sort. Verify reputation via SEC, FINRA, and BBB links.
| Fees | Reputation | Profile | |||||
|---|---|---|---|---|---|---|---|
| CYPRESS CAPITAL MANAGEMENT, LLC CRD 130401 | Sheridan, WY | Corporate platform LLC | $121.7M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| NEW WAVE FINANCIAL SERVICES CRD 173224 | — | Advisory firm LLC | $121.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BOSTON PORTFOLIO ADVISERS CRD 172374 | Boston, MA | Advisory firm LLC | $121.5M | 2 advisors | Percentage of AUM | View | |
| BLUE HAVEN CAPITAL, LLC CRD 141738 | Geneva, IL | Advisory firm LLC | $121.5M | 2 advisors | Percentage of AUM | View | |
| TWIN RIVERS WEALTH MANAGEMENT CRD 305773 | Sacramento, CA | Advisory firm LLC | $121.5M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WEALTH SCRIPT ADVISORS CRD 334760 | San Francisco, CA | Advisory firm LLC | $121.4M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| CONNECTIVE PORTFOLIO MANAGEMENT, LLC CRD 297755 | New York, NY | Advisory firm LLC | $121.3M | 2 advisors | Percentage of AUM | View | |
| ALDER POINT CAPITAL MANAGEMENT LLC CRD 337839 | Lafayette, CO | Corporate platform LLC | $121.3M | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| ENCOMPASS ADVISORY SERVICES, LLC CRD 283574 | Katy, TX | Advisory firm LLC | $121.3M | 7 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| FORESIGHT WEALTH ADVISORS CRD 286127 | Skokie, IL | Advisory firm LLC | $121.2M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| GENESIS ADVISORS, LLC CRD 151976 | Fishers, IN | Advisory firm LLC | $121.2M | 4 advisors | Percentage of AUM; Hourly charges | View | |
| ALLEN FINANCIAL MANAGEMENT CRD 153511 | Oxford, MI | Advisory firm LLC | $121.2M | 1 advisors | Percentage of AUM | View | |
| GUDORF FINANCIAL GROUP, LLC CRD 339836 | Dayton, OH | Corporate platform LLC | $121.1M | 2 advisors | Percentage of AUM | View | |
| GREENSVIEW WEALTH MANAGEMENT CRD 297321 | Franklin, TN | Advisory firm LLC | $121.1M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RESNICK WEALTH ALLIANCE, LLC CRD 316188 | Palm Beach Gardens, FL | Advisory firm LLC | $121.1M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| JBGLOBAL.COM LLC CRD 119111 | New York, NY | Advisory firm LLC | $120.9M | 1 advisors | Percentage of AUM | View | |
| CRESCENDO WEALTH GROUP LLC CRD 333264 | — | Corporate platform LLC | $120.9M | 2 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| ALO FINANCIAL PLANNING CRD 297002 | Mount Prospect, IL | Advisory firm LLC | $120.9M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| CRAFT WEALTH SERVICES CRD 289557 | Tampa, FL | Advisory firm LLC | $120.8M | 7 advisors | Percentage of AUM; Fixed fees | View | |
| DOUCET ASSET MANAGEMENT, LLC CRD 141546 | New Orleans, LA | Corporate platform LLC | $120.8M | 2 advisors | Percentage of AUM | View | |
| EPIC WEALTH MANAGEMENT, LLC CRD 297643 | Oklahoma City, OK | Advisory firm LLC | $120.8M | 4 advisors | Percentage of AUM | View | |
| VAN WINKLE WEALTH MANAGEMENT GROUP LLC CRD 134813 | Newark, OH | Corporate platform LLC | $120.8M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MONTCHANIN ASSET MANAGEMENT, LLC CRD 304367 | Montchanin, DE | Corporate platform LLC | $120.8M | 2 advisors | Percentage of AUM | View | |
| WILLIAMS AND SCHILLER WEALTH MANAGEMENT, LLC CRD 143049 | Sandpoint, ID | Advisory firm LLC | $120.7M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View |